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Private Financial Planning Services
Work closely with Moneystart for expert personalised financial planning and advisory services to build wealth, multiply your income, manage your money and invest for success.
This private engagement will suit anyone looking to work hand in hand with experienced financial advisors to craft solutions, create a personalised strategy and have Moneystart guide you in executing it.
What We Provide
Tailored, holistic financial plans that take into account client's income, expenses, debts, assets, goals, and risk tolerance. A full financial roadmap that aligns with your short- and long-term objectives.
Goal-Based Financial Planning
Help clients set and achieve financial goals like buying a home, saving for children’s education, or starting a business.
Budgeting, Savings and Cash Flow Management
Design custom budgeting plans that help clients track spending, allocate funds for savings, and avoid unnecessary expenditures. Help clients set up emergency funds and saving strategies for short-term goals (e.g., vacations, home purchases) and long-term goals (e.g., retirement, education)
Investment Strategy and Education & Execution Support
Moneystart won’t be directly managing client investments, instead we’ll provide advice on crafting an investment strategy that fits your risk tolerance, financial goals, and time horizon.
Wealth Building through Asset Allocation
Advise clients on how to diversify their portfolio across asset classes (stocks, bonds, real estate, etc.) to balance risk and return.
Debt Management Strategy
Create actionable plans to help clients pay off high-interest debt faster (e.g., student loans, credit cards) through consolidation, refinancing options, or debt snowball methods.
Unlimited Email Support (For 2 Months)
Ensure clients feel supported and empowered throughout the engagement period. Clients will have direct email access for ongoing questions via our dedicated email priorityclients@moneystart.site
How It Works
Our system is designed to help you gain financial clarity, build a personalized strategy, and confidently implement a wealth-building plan.
The length of engagement may differ based on client needs*
Phase 1: Pre-Engagement
Week 1 –
Initial Consultation (30-Minute Call)
Your journey starts with a deep dive into your financial goals, mindset, and current situation. In this session, we’ll assess where you are, where you want to be, and how we can support you in achieving your financial aspirations.
Week 2 –
Proposed Financial Plan
Within three days of your consultation, you’ll receive a Client Plan Summary, outlining the key takeaways from our conversation and the next steps tailored to your financial needs.
Phase 2: Engagement
Week 3 –
Client Alignment Call
Within 7 working days of payment, you’ll receive your Personalized Financial Plan, a detailed roadmap with actionable steps to transform your finances.
We’ll have a Client Alignment Call to :
(i) review your financial plan
(ii) address any obstacles or concerns (iii) confirm the funds you can commit to savings and investments.
Week 4&5 –
Execution & Implementation Call
Now it’s time to put your plan into action!
Over these two weeks, you’ll begin implementing the investment and savings strategies outlined in your plan. You’ll receive guidance on asset allocation, and we’ll ensure you’re making informed decisions as you move forward.
Week 6 –
Wrap-Up Call
We’ll review your progress, track what’s been achieved, and fine-tune any remaining steps to keep you on course toward your financial goals.
Phase 3: Ongoing Support & Retainer Model
Week 24 - 6 Month –
Post-Coaching Follow-Up
Included as a complimentary check-in, this courtesy call ensures you’re staying on track and making progress beyond our 6-week engagement.
Continued Support: Quarterly Retainer Model
For clients who want ongoing expert support, we offer a quarterly retainer package to keep your financial strategy aligned with your evolving goals.
What’s Included in the Retainer Package?
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Quarterly Strategy Calls – Speak with our senior financial advisors to review your progress, adjust your plan, and answer any questions. Life is dynamic, and we ensure your finances stay on track.
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Quarterly Portfolio Reports – Receive personalized reports, updated recommendations, and strategic insights, including new buy/sell opportunities.
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Unlimited Email Access – Direct access to our priority inbox at priorityclients@moneystart.site. Get responses within 48 hours for urgent financial queries.
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Lifetime Access – Enjoy free access to all Moneystart courses, workshops, and exclusive programs to continue your financial education.
Ready to take control of your finances? Let’s build your wealth with clarity and confidence.
Hear from one of our clients:
Ibiyinka Ibru, FPWMP, CFEI®
CEO, MONEYSTART
Ibiyinka ‘Ibi’ Ibru (CFEI®, FPWMP) is a certified financial planner, wealth manager and personal finance educator on a mission to develop intentional wealth-building in Millennials and Gen Zs.
She has helped her clients start investing, manage their money better, increase their overall income and positively re-engineer their mindset towards money.
She has one goal: to bring people closer to financial freedom and lasting wealth.
Ibi has a BSc in Neuroscience from King's College London and an MSc in Management from Imperial College Business School London. She has over 9 years of experience in the corporate world as
a Senior Product Specialist at Paystack, Corporate Finance & Strategy at AXA Insurance and as a consultant at a Healthcare Consulting company.
QUALIFICATIONS
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FPWMP (Financial Planner Wealth Management Professional)
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CFEI (Certified Financial Education Instructor)
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BSc in Neuroscience from King's College London
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MSc in Management from Imperial College Business School London
Mosun
SENIOR FINANCIAL PLANNER, MONEYSTART
Mosun ‘Mo’ Mewase (ACCA, ACA) is a Chartered Accountant and Finance Professional with a strong track record of helping clients build sustainable financial systems, manage risk, and grow wealth
intentionally.
As a Senior Financial Planner at Moneystart, she supports individuals and business owners with strategic planning, investment analysis, and tailored financial advice. She holds a BA in Accounting & Finance from the University of Liverpool and has over six years of experience across financial services, oil & gas, energy, real estate, telecoms, and the creative industry in Nigeria and the UK.
Mo combines analytical expertise with practical insight to help clients plan, protect, and grow their wealth with clarity and confidence.
QUALIFICATIONS
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BA Accounting & Finance , ACCA , ACA, and FPWMP
Omoefe
SENIOR FINANCIAL PLANNER, MONEYSTART
Omoefe Orobator (CFEI®, FPWMP) is a Certified Finance Analyst/ Chartered Accountant with a strong track record of helping clients build intentional, income generating portfolios.
She is a Senior Financial Planner at Moneystart, an Award Winning Financial Literacy Firm, where she provides tailored financial advice to individuals and business owners ready to take control of their finances. She has over five years experience in the
Financial Services Industry.
Omoefe holds a First-Class degree in Finance from the University of Benin and brings experience from top financial institutions where she delivered market insights and strategic investment advice across Nigeria, the U.S., and Kenya.
QUALIFICATIONS
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Bsc Banking and Finance, AAT, ACA, FMVA, FPWMP
